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Schwab U S Broad Market ETF shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Strategic Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0M 75k 66.52
2024-06-30 $291M 4.7M 61.95
2024-03-31 $4.5M 74k 61.05
2023-09-30 $3.6M 72k 49.85
2023-06-30 $3.6M 69k 51.70
2023-03-31 $3.3M 69k 47.85

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View all positions for Strategic Financial Concepts

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Hengehold Capital Management
HB Wealth Management
Betterment
HT Partners
Hanson & Doremus Investment Management
Summit Financial Strategies
HHM Wealth Advisors
Rebalance
SCS Capital Management
Evensky & Katz
Ballentine Partners
Strid
CliftonLarsonAllen Wealth Advisors
HighTower Advisors

View all funds holding Schwab U S Broad Market ETF